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How to add/edit/remove Deal Options

DealerInstalled, Fees + Aftermarket

Tracy White avatar
Written by Tracy White
Updated over a year ago

1. Click on Deals icon so you are in the deal ledger

2. Click on sidecar to expand and click the bottom option "Deal Options"

3. This will open all the DealerInstalled, Fees, and Aftermarket products

4. Click on the product to view further details - this is where you can edit taxes, names, descriptions, whether or not the product is defaulted on any deals or vehicle types (installed)

5. If you make any changes, be sure to click the save checkmark in the bottom right of the window

6. There is also a "History" icon in the bottom left of the window. This has the same behavior as the history buttons throughout deskit. This enables the user to see all the changes to the product: by whom and when.

7. To remove a product simply hover over it and the trash can will appear:

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